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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Davis is an investment advisor representative at Raymond James & Associates, Inc. based in Austin, TX. Jenny has been in the industry since 2007, and has a strong track record of success working with individuals, businesses, and institutions. Jenny is registered with the state of Texas and has a Series 7 and Series 66 license. Jenny has experience working with a variety of clients, including high net worth individuals, corporations, and pension plans. She is committed to providing her clients with personalized financial advice and investment management services. Jenny is also a strong advocate for financial literacy and education. She believes that everyone should have access to the information and resources they need to make informed financial decisions. In addition to her work with Raymond James, Jenny owns and operates a photography business. She also owns a cabin in Mason, TX which she rents out through Airbnb.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/16/2024 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
10/07/2019 - 02/26/2024
EDWARD JONES (AUSTIN TX)
TX
05/07/2018 - 09/30/2019
DFA SECURITIES LLC (AUSTIN TX)
TX
01/24/2011 - 06/07/2017
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
NY
11/19/2004 - 02/03/2009
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
FL
08/03/2004 - 10/21/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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